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PSMVX vs VSIAX
PSMVX vs VSIAX Comparison
Open Charts PSMVX vs VSIAX
Principal SmallCap Value II R6
Price$11.35
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets1.11B
Vanguard Small Cap Value Index Admiral
Price$85.29
Change+$0.46 (+0.54%)
VolumeN/A
Net Assets55.61B
PSMVX vs VSIAX Comparison Chart in %
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PSMVX vs. VSIAX commentary
Jul 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PSMVX is a Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. PSMVX (1.11B). VSIAX pays higher dividends than PSMVX: VSIAX (2.11) vs PSMVX (1.35). PSMVX was incepted earlier than VSIAX: PSMVX (11 years) vs VSIAX (14 years). PSMVX (0.91) is less costly to investors than VSIAX (0.07). PSMVX is a more actively managed with annual turnover of: 73.90 vs. VSIAX (16.00). PSMVX has a lower initial minimum investment than VSIAX: PSMVX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 1.23 vs. PSMVX (-13.48). VSIAX return over 5 years is better than : 84.67 vs. PSMVX (38.02).
| PSMVX | VSIAX | PSMVX / VSIAX | |
| Total Expense Ratio | 0.88 | 0.07 | 1,257% |
| Annual Report Gross Expense Ratio | 0.91 | 0.07 | 1,300% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -1.567 | -0.110 | 1,419% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 55.6B | 2% |
| Annual Yield % from dividends | 1.35 | 2.11 | 64% |
| Returns for 1 year | -13.48 | 1.23 | -1,096% |
| Returns for 3 years | 4.04 | 32.60 | 12% |
| Returns for 5 years | 38.02 | 84.67 | 45% |
| Returns for 10 years | -9.41 | 91.30 | -10% |
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